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Concurrent Investment Advisors’s CBRE Group CBRE Stock Holding History

Concurrent Investment Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$13.1K – 1417
2025
Q1 		$13.1K Hold
100
– – ﹤0.01% 1225
2024
Q4 		$13.1K Buy
+100
New +$13.1K ﹤0.01% 1102

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Concurrent Investment Advisors's CBRE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its CBRE Group (CBRE) stake by 47% in Q2 2026, buying an estimated $395K and bringing the position to 9,004 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #923.

Concurrent Investment Advisors first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. 278 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Concurrent Investment Advisors held 9,004 shares of CBRE Group worth $1.21M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,865 CBRE Group shares in Q2 2026, an estimated $395K.
  • CBRE Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #923 holding.
  • Concurrent Investment Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 9 quarters since.
  • 278 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.